Broker Check
Kappy Gross, CFP®, CLU, ChFC, AIF®

Kappy Gross, CFP®, CLU, ChFC, AIF®


“A good day is when I learn how to help someone.” Kappy Gross enjoys meeting people and learning about them, and takes great pride in helping them achieve their goals. A life-long lover of learning and education, Kappy takes the same approach with his clients. He feels that it’s important for people to understand the investments they need, and the investments they own.

But it’s not enough to know what to do; with Kappy, the satisfaction comes from clients actually taking action. “Good intentions don’t help,” he says. “You have to take concrete steps toward your goal to make progress. And that’s how I really help clients: by coaching them to do what they know they need to do—but can’t, on their own.”

Kappy’s dedication shows in his work. “I strive to help people make their dreams come true,” he says simply.

Kappy Gross holds a B.S. from Virginia Commonwealth University in Insurance and Finance. He has continued his advanced education by completing coursework and passing exams for his Chartered Life Underwriter (CLU) designation, Chartered Finanical Consultant (ChFC) designation, is a CERTIFIED FINANCIAL PLANNER™ practitioner and most recently, he has received his designation as an Accredited Investment Fiduciary® (AIF®) and also holds the Five Star Professional Award.*

*The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.